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Account Basics

Individual 401(k) Savings Calculator

Use this calculator to see the benefits of an Individual 401(k) for the self-employed.

Financial Calculators

My 403(b) Account: Questions & Answers

At Millennium Trust, we consider it a pleasure to work with 403(b) investors who need traditional custody and administrative services. We see opportunities in what others might consider problems – opportunities to help clients prosper and grow.

Fact Sheet
2 minute read

Investor Awareness

EDUCATE YOURSELF AGAINST FRAUD Check Before You Invest Check Before You Invest is an investor education awareness campaign created by the Retirement Industry Trust Association (RITA), the trade association for self-directed retirement plan providers, of which Millennium Trust is a member. The purpose of this...

1 minute read

Take Control of Your Retirement Savings

Self-directed IRAs provide investors a wide range of choices when saving for retirement. Learn more about the different custody options, online tools and choice of investments you have for your IRA.

Fact Sheet

Solo 401(k) - Key Features and Benefits

For sole proprietors, the Solo 401(k) offers the same plan options, contribution limits and flexibility that are available in company 401(k) plans. As a result, single owner businesses are able to put away more money for retirement in a shorter amount of time using a combination of salary deferral and profit sharing...

Fact Sheet
2 minute read

Rollover Distribution from Terminated Plans

For terminating plan distributions, the Department of Labor (DOL) has issued separate guidelines on the steps that plan sponsors must take to search for lost participants in Field Assistance Bulletin No. 2014-01. This advice relates only to terminating defined contribution plans. Generally, the notice details what the...

3 minute read